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Optimum Investment Advisors’s Anavex Life Sciences AVXL Stock Holding History

Optimum Investment Advisors’s Portfolio AVXL Stock Details AVXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,000
Closed -$30K – 908
2021
Q1 		$30K Hold
2,000
– – 0.01% 599
2020
Q4 		$11K Hold
2,000
– – ﹤0.01% 714
2020
Q3 		$9K Hold
2,000
– – ﹤0.01% 703
2020
Q2 		$10K Hold
2,000
– – ﹤0.01% 693
2020
Q1 		$6K Buy
+2,000
New +$6.97K ﹤0.01% 731

Other funds holding AVXL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $13.1B AUM 34.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Optimum Investment Advisors's AVXL Position: Q2 2021 in Review

Optimum Investment Advisors sold out of Anavex Life Sciences (AVXL) in Q2 2021, closing a stake of 2,000 shares — an estimated $30K sold.

Optimum Investment Advisors first reported a position in AVXL in Q1 2020 and held it in 5 quarters. The position peaked at $30K in Q1 2021. 127 funds tracked by Wall St. Rank hold AVXL as of Q2 2021.

  • Optimum Investment Advisors reported no remaining Anavex Life Sciences position as of Q2 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,000 Anavex Life Sciences shares in Q2 2021, an estimated $30K.
  • Optimum Investment Advisors first reported a position in Anavex Life Sciences in Q1 2020 and held it in 5 quarters.
  • Optimum Investment Advisors's Anavex Life Sciences position peaked at $30K in Q1 2021.
  • 127 funds tracked by Wall St. Rank held Anavex Life Sciences as of Q2 2021.

Based on Optimum Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.